# AI vendor monitoring evidence packet template

Last reviewed: 2026-05-21

AI Vendor Packet organizes review evidence and workflow support. This template is not legal advice.

## Who this is for

Teams that need a lightweight packet showing which AI and SaaS vendor sources were checked and what changed.

## What this template is for

Use this packet to show what sources were reviewed, what changed, and which customer commitments need follow-up. It is built for a short review meeting, not a long risk committee packet.

## When to use it

- When a customer review, audit request, or internal approval needs current vendor evidence.
- Before sending updated evidence to an auditor or enterprise customer.
- When leadership wants a plain summary of vendor changes without raw change text.

## Monitoring evidence table

| Item | What to record | Evidence to attach | Owner |
| --- | --- | --- | --- |
| Review period | Review date, reviewer, workspace, and vendors included. | Report date and vendor list. | Security or founder operator |
| Sources checked | Count of official sources reviewed and any sources that failed or need manual review. | Source register, source check record, or manual review notes. | Review owner |
| Potential drift findings | Finding summary, materiality, affected commitment, and owner. | Finding record with source links and detected date. | Privacy or GRC |
| Closed findings | Items reviewed and closed, with reviewer note and final status. | Review note or ticket. | Finding owner |
| Open decisions | Issues that need legal, security, product, or customer-facing wording review. | Decision log and due date. | Functional owner |

## How to fill it out

- Keep the report to one page unless a material vendor change needs an appendix.
- Separate verified source changes from interpretation or legal review.
- Carry open items forward until they are closed or explicitly accepted by an owner.

## Common mistakes

- Treating no detected changes as no review; the report should still show what was checked.
- Combining all AI vendors into one line when commitments differ by product.
- Leaving ownership blank for unresolved customer-facing statements.

## Example review note

May 2026: 10 Tier 1 vendor profiles checked, 25 issue pages available, two support-tool subprocessor reviews assigned, no customer notification recommended, next review owner assigned.

## Generate this automatically

Use the AI Vendor Packet scanner to generate this template from selected vendors, customer data categories, and customer-facing commitments.